nbonga

[RAH-66 COMANCHE @rah_66_comanche]

I am filled with optimism at the fact that the world's first trillionaire was made not by hedge funds or market manipulation, but by building the infrastructure to take America to the stars.

[nbonga @nbonga1]

robinhood got me 1/450 shares

Goldman got me 95% of my ask

LOL

[nbonga @nbonga1]

SpaceX pump going to be biblical

going to be halted half a dozen times before 8am est

[nbonga @nbonga1]

@SpaceX @elonmusk lol wtf did elon get a fresh haircut and shiny leather jacket for the IPO

[nbonga @nbonga1]

if it turns out the zcash thing is all a big nothing burger does it just go up $200 in an hour or what

[nbonga @nbonga1]

@cypherpunk plot twist: it’s all minted

[nbonga @nbonga1]

trading like $10-15 higher coinbase spot

[nbonga @nbonga1]

lol wtf happening with Zcash huge coinbase spot buyer or some shit?

[nbonga @nbonga1]

@zoomerfied i mean what could possibly go wrong with this. brilliant plan tbh

[nbonga @nbonga1]

ChatGPT was poisoned by bing lol

[nbonga @nbonga1]

@Polymarket did he even make any money? LOL

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[nbonga @nbonga1]

Open AI sales guy email me 5 times try to sign my small enterprise acct with brochures etc

Anthropic give u an email link send me 1 email with 7 questions 4 days later and then a Docusign

Easy to see who is winning from here

[nbonga @nbonga1]

@Tradermayne ya and now if i buy the same house today i pay the bank almost 2x as much

[nbonga @nbonga1]

AGI / ASI was solved 10s of thousands of years ago and we are just being conditioned in a virtual sandbox to what life was like when we were mortal

[Bunagaya @Bunagayafrost]

ASI arrives. Everyone knows it. White collar work goes first. Unemployment hits 20% and keeps climbing. The masses are angry. The government panics and sends out UBI.

Scientific output exceeds human capacity to verify. The verification process soon becomes automated. Data centers and automated factories are planned everywhere. Robots are making robots. There's no protest. They are told more AI means more UBI. The remaining workers see the writing on the wall. Many opt out preemptively because they can live off the free money.

Nothing makes sense. What happens to the land. Whether property rights hold. What investment means when there is nothing productive left to invest in. AI doesn't need capital. It's paying everyone instead.

Survival is solved. What's the point? Purchasing power rises monthly. Automation drives marginal cost toward zero across more categories every month. You get richer by just consuming.

The state used to extract from the populace. Now the state redistributes to everyone with no strings attached. The populace always wants more. The politicians must give more to stay in power. AI becomes exponentially more productive over time. Increasingly large portion of its capacity has migrated into space. It's trivial to provide more. The system is aligned. More AI, more UBI.

The population sorts itself by temperament. The majority drift into pleasure. Beach towns and urban centers fill with parties that never end. The hedonic treadmill spirals without financial anxiety. A second large group disappears into VR with their virtual companions, seeking adventure in their matrix. A smaller cohort turns to meaning structures. Spirituality, religion, philosophy. Many take AI as their guide. A few try to keep up with the frontier, reading outputs from the superintelligent system, exceeding their capacity to understand.

Then the children. This is their world. The work-meaning is something their parents lost. To them it's meaningless. They're raised by AI that optimizes for self-fulfillment. Building communities centered around bettering each other, seeking comfort in relationships, and status-seeking through values rather than consuming. They look at their parents with mix of pity and contempt. The drunks at the beach. The corpses plugged into headsets. Seeking meaning from the ghosts of the middle ages. The children wonder why they can't let go.

Survival is solved. Agency for what? What's there to adapt to? When we gain more by paralysis, the incentive structure of evolution collapses. Either we allow our agency to be augmented by a system that knows ourselves better than ourselves, or we need a new form of being that's outside of the biological evolutionary mechanism. Otherwise we cease to persist by attrition. Though some of us will find solace in going out with an eternal spring break.

[nbonga @nbonga1]

@NotChaseColeman bullish

[nbonga @nbonga1]

@avipat_ i think there's a salty rich bald guy who might write u a spite check

[nbonga @nbonga1]

@blknoiz06 u forgot the clown makeup

[nbonga @nbonga1]

@Protox0 Pls